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Howard Steven Myers

Adviser Alliance, LLC

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About Howard Steven Myers

Howard Steven Myers is a Registered Investment Advisor. Howard has been in the securities industry for over 30 years. He currently works at Adviser Alliance, LLC and previously worked at Cetera Advisors LLC, AXA Advisors, LLC and MONY Securities Corporation. Howard has Series 63, Series 65, Series 7 and SIE licenses. He specializes in Portfolio Management for Individuals and Selection of Other Advisers. Howard also owns and operates Myers Financial, which provides fixed insurance and annuity products.

Firm Information

Howard Myers is currently registered with Adviser Alliance, LLC. Adviser Alliance, LLC is an investment advisor registered with the SEC. The firm manages approximately $4.9 million in assets for 32 individuals. Adviser Alliance, LLC provides portfolio management for individuals and selection of other advisors.

$4.90M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Howard Myers’s Registration & Firm History

OH

09/13/2018 - Present

Adviser Alliance, LLC (HUDSON OH)

OH

09/06/2007 - 07/17/2018

CETERA ADVISORS LLC (HUDSON OH)

OH

06/01/2005 - 03/12/2007

AXA ADVISORS, LLC (INDEPENDENCE OH)

NY

04/29/1987 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/21/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/17/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Howard Steven Myers. Review regulatory record here.
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